The Castle Strategy Process
From First Call to Final Transition.
Tier 1Pre-Engagement
Step 01
Discovery Call
A 20-minute talk about you, your business, and your goals.
Step 02
Consulting Session
I walk you through how the process works.
Step 03
Preparation
You share info; I prepare the right questions.
Tier 2CEPA Engagement
Step 04
Discovery Gate
A working session on business and personal readiness.
Step 05
Deliverable and Proposal
Findings, plus a proposal to serve as your CEPA.
Step 06
Prepare Gate
Repeatable 90-day sprints on your five most urgent priorities.
Step 07
Decision Gate
Sell, or run another sprint. Repeat until transition.